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Ziggo risks losing more customers from 2022 if it doesn't invest in new content

Published 15 Jul 2021 12:58 CET | Netherlands

Ziggo recently lost its rights to show Formula 1 from 2022. Did the Dutch operator make the right decision to withdraw from the bidding war? The cost of content may be ...

Media sector consolidation driven by fragmentation and fight for consumer's favour

Published 18 May 2021 17:26 CET | World

A big wave of consolidation has started in the media sector. One can point to the threat from Netflix, Amazon and Disney+ as the cause, but mergers do little to address that. ...

Covid crisis underlines need for more affordable broadband offers

Published 14 May 2021 12:19 CET | Europe, North America

Long before the Covid-19 crisis, the telecom industry was already talking about broadband as a commodity. With mature markets reaching a high penetration of internet users, ...

KPN ready to wait for higher bid and Dutch state will have conditions

Published 03 May 2021 12:11 CET | Netherlands

KPN has confirmed approaches from KKR and EQT/Stonepeak over a possible takeover of the Dutch operator. No negotiations were held, and a price was not given, KPN said. KKR ...

Deutsche Telekom may need to accept a lower price to shift T-Mobile Netherlands

Published 11 Jan 2021 17:22 CET | Netherlands

Deutsche Telekom has reportedly restarted the search for a buyer of its Dutch subsidiary, T-Mobile Netherlands. Dutch paper Het Financieele Dagblad said the price tag is ...

Preview 2021: what will T-Mobile Netherlands do, Docsis 3.1 and the future of Ziggo Movies & Series

Published 29 Dec 2020 13:11 CET | Netherlands

It is difficult to give predictions on the mergers and acquisitions market, but we can speculate. Is Iliad eyeing T-Mobile Netherlands? What's Liberty Global's next move? And ...

KPN extends current strategy through 2023, only risk a response from Ziggo

Published 26 Nov 2020 10:40 CET | Netherlands

KPN has presented its new strategy for 2021-2023 under the name 'accelerate to grow'. It overlaps the previous plan for 2019-2021 and puts FTTH central. There is little new ...

TP Notes: Orange Romania becomes FMC player with Telekom takeover as DT prepares exit

Published 09 Nov 2020 16:55 CET | Romania

What we know: Deutsche Telekom has been in discussions for at least a year on selling the Romanian business, with talks complicated by the Romanian state still holding a ...

KPN's low valuation, not the synergies, attracts EQT's interest

Published 13 Oct 2020 16:24 CET | Netherlands

EQT is considering a takeover bid for KPN, according to a report from Bloomberg. There were few details in the story, but EQT is unlikely to be interested in synergies, as in ...

Microsoft dominates home-work applications market

Published 22 Sep 2020 13:14 CET | Netherlands

Microsoft is the dominant provider of applications used by home workers in the Netherlands, according to research by Telecompaper. The survey looked at common applications ...

Governments may curb internet platforms with regulation, but can internet boycotts do the same to governments?

Published 14 Jul 2020 11:51 CET | World

The EU is preparing new regulations for online platforms, with a proposal for the so-called Digital Services Act expected by the end of the year. Along with plans to tackle ...

Telecom more resistant than ever to recession, recovery depends on governments

Published 06 May 2020 13:31 CET | World

With several companies already reporting Q1 results, we are starting to get a better idea of the impact the coronavirus crisis is having on the TMT sector. Many companies ...

Is KPN's strategy sustainable over the long term?

Published 04 May 2020 12:02 CET | Netherlands

KPN has not been able to return to sales growth and seems to have accepted that in its current strategy. Can the Dutch operator try anything different? Its share price has ...

Selling passive network assets: a tragic mistake for the telco?

Published 06 Dec 2019 10:58 CET | World

More and more operators are looking at selling off passive networks. This underlines not only the value of such networks, but also the advantages of structural ...

Telco and broadcast mergers remain rare - for good reasons

Published 04 Dec 2019 17:24 CET | World

Telia has completed its takeover of Bonnier Broadcasting, after securing conditional regulatory approval. We find it difficult to get excited about this kind of vertical ...

T-Mobile Netherlands up for sale: to EQT or Parcom, or an IPO?

Published 26 Nov 2019 15:39 CET | Netherlands

Deutsche Telekom is reportedly preparing to put its Dutch unit T-Mobile Netherlands up for sale. Possible bidders are not obvious, apart from EQT, owner of fixed network ...

Why KPN and Proximus will not merge anytime soon

Published 10 Sep 2019 09:23 CET | Benelux

Dominique Leroy's decision to move from CEO of Proximus to heading KPN has raised speculation the two operators could be closer to a merger. We expect that is unlikely to ...

Will Freenet block Sunrise takeover of UPC Switzerland in order to force a Liberty Global bid for Sunrise?

Published 02 Sep 2019 15:43 CET | Switzerland

Sunrise has become embroiled in a battle with its major shareholder Freenet over the proposed acquisition of UPC Switzerland. Freenet thinks the takeover is too expensive, ...

Incumbent seeks CEO. Technology and finance experience recommended

Published 25 Jun 2019 15:07 CET | Netherlands

KPN has been forced to search for a new CEO. Maximo Ibarra, who joined the Dutch operator early last year, is leaving at the end of September for 'personal reasons'. KPN's ...

KPN becomes dependent on cost savings to pay dividend as asset sales come to end, 5G poses risk

Published 27 May 2019 14:42 CET | Netherlands

KPN is facing a challenge. With no growth and a saturated market, the Dutch operator still needs to pay a dividend. Its remaining stake in Telefonica Deutschland has been ...

European telco M&A: are 1&1 Drilisch and Iliad ripe for takeovers?

Published 02 May 2019 13:06 CET | Europe

Telecompaper has compiled its own stock index since early 2018, based on all the European telecom service stocks. Some stocks have disappeared due to takeovers, such as the ...

Success of KPN takeover bid depends on price, infrastructure vision

Published 04 Feb 2019 12:22 CET | Netherlands

Canada-based Brookfield Asset Management is considering a bid for Dutch operator KPN, along with two Dutch pension fund managers, PGGM and APG, according to a report from ...

The 2018 of Amazon, Google and Facebook

Published 31 Dec 2018 15:46 CET | World

The internet services market revolved around three major issues in 2018: fake news, privacy and monopolies. We look here at the developments at the three biggest players: ...

Outlook 2019: on the way to gigabit networks

Published 28 Dec 2018 12:33 CET | Netherlands

The Dutch market is set for a new year with a new composition. VodafoneZiggo is on track with its merger integration, T-Mobile and Tele2 are set to complete their merger, and ...

KPN shifts growth aims to profit over revenues, cost-cutting set to continue 'at least a decade'

Published 30 Nov 2018 13:02 CET | Netherlands

KPN's new strategic plan builds on its plan from 2016. In short, the focus is on cost savings, investing in technology and convergence. This should result in a higher margin ...

 




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